Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
11/01/2021
Ep. 121 – Myra Oliver – Down Home Money
If your goal is to achieve financial freedom and save for your retirement, you need to start planning for it as early as now to avoid str...
Nov 01
10/27/2021
Ep. 120 – How To Protect Against Being Scammed
Scamming is increasingly becoming more creative and more sophisticated than ever before. How then do you stay informed and protected from...
Oct 27
10/25/2021
Ep. 119 – Wine Down – Tips and Lessons Learned for Retirement Planning
How prepared are you for your retirement? As you get closer to retirement, it is important that you think about how things are going to p...
Oct 25
10/20/2021
Ep. 118 – 4 Questions to Help Your Income Plan
You’re finally approaching retirement after years of building your retirement income. What do you have to do now that you have arrived at...
Oct 20
10/18/2021
Ep. 117 – Diane Pleuss – Finding a New Career After Age 50
Have you ever thought of franchising as something you can do after the age of 50? If you are not ready to retire yet, but you were downsi...
Oct 18
10/13/2021
Ep. 116 – 4 Steps to a Healthy, Financially Secure Retirement
When looking to hire a financial advisor, what are some of the things you need to be aware of? Hiring the right financial advisor for you...
Oct 13
10/11/2021
Ep. 115 – Andrew Opdyke – The Economy-Inflation-Unemployment-Evergrande
How is the economy going to change now that we’re in the fourth quarter of 2021? Is it still going to be like the last 3 quarters or not?...
Oct 11
10/06/2021
Ep. 114 – Protect Against Identity Theft and Fraud
Have you ever been concerned about identity theft or being a fraud victim? In today’s cyberworld, identity theft and fraud have become mo...
Oct 06
10/04/2021
Ep. 113 – Steve Moskowitz – Small Business Tax Planning
Did you know that there are ways you can save on your taxes as a small business? Big Fortune 500 companies do it all the time, and they m...
Oct 04
09/29/2021
Ep. 112 – 8 Mistakes to Avoid When Choosing an Advisor
What are some mistakes that you want to avoid when choosing an advisor? When choosing an advisor, there are some mistakes that could caus...
Sep 29
09/27/2021
Ep. 111 – Wine Down – Mortgages – Fear Selling – Getting Hacked
Do you have questions about retirement planning that you want to be answered over a glass of wine? In this episode Secure Your Retirement...
Sep 27
09/22/2021
Ep. 110 – 10 Step Layoff Survival Guide
Are you worried about the idea of a layoff happening to you? Whether you’re close to retirement or know someone at risk of getting laid o...
Sep 22
09/20/2021
Ep. 109 – Chess Griffin – Special Needs Trust – What You Need to Know
Do you have plans to set up a special needs trust for your child or a loved one? A special needs trust is a special type of trust s...
Sep 20
09/15/2021
Ep. 108 – Fees, Commissions, and Being a Fiduciary
Have you asked questions about payment to that financial advisor you’re considering hiring? When it comes to hiring a new financial advis...
Sep 15
09/08/2021
Ep. 106 – What Should You Consider If Your Spouse Passes Away
You may not be going through the situation of losing a spouse, but it is always wise to stay prepared. We understand how the situat...
Sep 08
Next
1
2
…
8
9
10
…
14
15
Previous
Social Media
Popular Episodes
Ep. 259 – Why Savvy Savers Should Spend More in Retirement
Ep. 258 – Do You Have All Your Eggs In One Basket in Retirement?
Ep. 257 – 2024 1st Quarter Economic Update for Retirement
Category
Financial
Legacy
Lifestyle